Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 2 U.S. retirement plans report holding Principal Mid Cap Value Institutional Fund Mutual Fund in their Schedule of Assets, totaling $1.2M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | SOFTBANK INC. SOFTBANK INC 401(K) PLAN | SAN CARLOS CA | 204 | $64.9M | $633K |
| 2 | SB INVESTMENT ADVISERS (US) INC. SB US 401(K) PLAN | MENLO PARK CA | 746 | $132.9M | $551K |
